Relationship Associate (HNW)

About the Company

A premier global financial services firm specializing in bespoke solutions.

About the Job

• Provide comprehensive administrative and operational support to the consulting team to drive sales efficiency.

• Coordinate with financial partners and clients to manage medical appointments and facilitate the collection of KYC and financial disclosures.

• Represent the firm in person by attending client meetings or medical screenings when consultants are unavailable.

• Act as the primary point of contact for bankers and clients regarding application status, documentation, and policy handovers.

• Execute the formal submission of all insurance application materials to relevant providers.

• Maintain accurate sales pipelines and ensure all client interactions are logged within the internal systems.

• Audit client files to ensure total alignment with internal compliance standards and insurer due diligence protocols.

• Oversee the end-to-end processing of cases, including direct negotiations with underwriters to ensure successful completion.

• Collaborate with the client services team to streamline the delivery of annual policy reviews.

• Partner daily with the illustration and inforce departments to manage the lifecycle of new and existing policies.

• Develop tailored PowerPoint presentations and comparative product analyses for high-level client engagements.

Skills and Requirements

• Possess a university degree in any field of study.

• Demonstrated ability to build and maintain strong professional relationships with HNW individuals and partners.

• Exceptional multitasking capabilities with the focus to deliver quality work under tight time constraints.

• Strong technical proficiency and industry knowledge necessary for high-level execution.

To apply online please use the apply function.(EA: 94C3609/ R24124496)